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Larson Financial Group’s The Mosaic Company MOS Stock Holding History

Larson Financial Group’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2K Buy
1,474
+913
+163% +$21.1K ﹤0.01% 1754
2026
Q1 		$14.3K Buy
561
+405
+260% +$11.1K ﹤0.01% 2031
2025
Q4 		$3.76K Buy
156
+33
+27% +$889 ﹤0.01% 2567
2025
Q3 		$4.27K Buy
123
+118
+2,360% +$4.07K ﹤0.01% 2414
2025
Q2 		$182 Sell
5
-11
-69% -$352 ﹤0.01% 3078
2025
Q1 		$432 Hold
16
– – ﹤0.01% 2613
2024
Q4 		$393 Sell
16
-1,794
-99% -$46.9K ﹤0.01% 2264
2024
Q3 		$48.5K Buy
1,810
+1,809
+180,900% +$49.8K ﹤0.01% 920
2024
Q2 		$29 Hold
1
– – ﹤0.01% 2396
2024
Q1 		$32 Hold
1
– – ﹤0.01% 1762
2023
Q4 		$36 Buy
+1
New +$35 ﹤0.01% 1765
2022
Q3 		– Sell
-4,646
Closed -$219K – 1361
2022
Q2 		$219K Hold
4,646
– – 0.04% 179
2022
Q1 		$309K Hold
4,646
– – 0.05% 156
2021
Q4 		$183K Buy
+4,646
New +$178K 0.03% 204
2021
Q2 		– Sell
-1,239
Closed -$39K – 887
2021
Q1 		$39K Buy
1,239
+2
+0.2% +$59 0.01% 295
2020
Q4 		$28K Buy
1,237
+3
+0.2% +$60 0.01% 304
2020
Q3 		$23K Buy
+1,234
New +$20.1K 0.01% 294
2019
Q4 		– Sell
-563
Closed -$12K – 631
2019
Q3 		$12K Buy
+563
New +$12.3K 0.01% 283

Other funds holding MOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Larson Financial Group's MOS Position: Q2 2026 in Review

Larson Financial Group increased its The Mosaic Company (MOS) stake by 163% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,474 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Larson Financial Group first reported a position in MOS in Q3 2019 and has held it in 18 quarters since. The position peaked at $309K in Q1 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Larson Financial Group held 1,474 shares of The Mosaic Company worth $31.2K as of Q2 2026.
  • Larson Financial Group bought 913 The Mosaic Company shares in Q2 2026, an estimated $21.1K.
  • The Mosaic Company made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1754 holding.
  • Larson Financial Group first reported a position in The Mosaic Company in Q3 2019 and has held it in 18 quarters since.
  • Larson Financial Group's The Mosaic Company position peaked at $309K in Q1 2022.
  • 666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.